The Lawyer Millionaire Ep. 2: What It's Like to Help Attorneys Achieve Financial Freedom
When you hear the words client experience, what do you think of?
In this episode, we spend more time getting to know the host, Darren Wurz, MSFP, CFP®. He discusses what client experience means to him and his team at Wurz Financial Services, and shares the process he uses to help his clients plan for retirement.
Darren discusses:
What it is like to be a client at Wurz Financial Services
Common questions clients have when it comes to retirement planning
The three step process to creating a financial plan
The importance of investing in powerful software for financial planning
How a client’s account is managed in his office
And more
Resources:
Connect with Wurz Financial Services:
